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iShares MBS ETF

741 hedge funds and large institutions have $23.9B invested in iShares MBS ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 380 increasing their positions, 189 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-9
Holders Change %
-1.2%
% of All Funds
11.86%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.22%
New
92
Increased
380
Reduced
189
Closed
82
Calls
$17.3M
Puts
$6.59M
Net Calls
+$10.7M
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
601
Collaborative Wealth Management
Florida
$237K -$57.3K -605 -19%
PWMG
602
Prestige Wealth Management Group
New Jersey
$237K
EBT
603
Enterprise Bank & Trust
Massachusetts
$235K
AP
604
Americana Partners
Texas
$232K
TWA
605
Talisman Wealth Advisors
New Jersey
$224K -$5.11K -54 -2%
RWM
606
Rezny Wealth Management
Florida
$222K
VA
607
Valmark Advisers
Ohio
$222K +$10.1K +107 +5%
KA
608
Kovack Advisors
Florida
$221K +$221K +2,336 New
FWP
609
FAS Wealth Partners
Kansas
$219K -$452K -4,767 -67%
TCMP
610
Thrive Capital Management (Pennsylvania)
Pennsylvania
$219K +$219K +2,319 New
AWM
611
Aspire Wealth Management
Massachusetts
$219K +$214K +2,254 +3,886%
MA
612
MKT Advisors
California
$219K +$16.9K +177 +8%
NFG
613
Nations Financial Group
Iowa
$218K -$8.15K -86 -4%
TC
614
TownSquare Capital
Utah
$214K -$139K -1,469 -39%
SI
615
Stephens Inc
Arkansas
$214K +$214K +2,258 New
LSPW
616
Lake Street Private Wealth
Illinois
$213K -$23K -243 -10%
CIA
617
Cape Investment Advisory
Georgia
$211K +$211K +2,223 New
C
618
Certuity
Florida
$210K +$210K +2,212 New
AFAS
619
Acorn Financial Advisory Services
Virginia
$206K +$206K +2,177 New
AFO
620
Arrowroot Family Office
California
$205K +$205K +2,164 New
CPIG
621
Chicago Partners Investment Group
Illinois
$202K -$12.8K -135 -6%
WC
622
Waterloo Capital
Texas
$200K +$200K +2,114 New
GIA
623
Goodwin Investment Advisory
Georgia
$193K +$186K +1,961 +2,580%
PFM
624
Phillips Financial Management
Indiana
$186K
UB
625
UMB Bank
Missouri
$174K